Robert Lanier Anderson 3

SunTrust Bank - checking account — Interest

Euro Pacific Growth Fund (IRA) — Int/Div — Sold

Euro Pacific Growth Fund (IRA) — Int/Div — Sold

Exxon (common) — Int/Div

SunTrust Bank (common) — Int/Div

TIAA-CREF — Int/Div

House and lot, Bibb County, GA — Rent

SunTrust Bank (common) — Int/Div

shares Russell 1000 Index — Int/Div

shares Russell 2000 Value — Int/Div

shares Russell 2000 Index — Int/Div

shares Russell 1000 Index — Int/Div

shares Russell 2000 Value — Int/Div

shares Russell 2000 Index — Int/Div

shares Russell 1000 Index (IRA) — Int/Div

shares Russell 2000 Value (IRA) — Int/Div — Sold

shares Russell 2000 Index (IRA) — Int/Div — Sold

shares Russell 1000 Index (IRA) (N) — Int/Div

shares Russell 2000 Value (IRA) — Int/Div — Sold

shares Russell 2000 Index (IRA) (H) — Int/Div

Genworth Life Ins. Co (whole life) — Int/Div

SunTrust Bank - money market — Interest

H(RLA/CHARLES SCHWAB CUST IRA ROLLOVER) — Part VII

Schwab US Treas. Money Fund — Interest

Investco Balanced Risk Fund — Int/Div

Alpha Oppor Growth Fund — Int/Div

Osterweis Strategic Inc Fund — Int/Div — Sold

Osterweis Strategic Inc. Fund — Int/Div — Sold

Goldman Sachs Satelite Shategres Port 1GXSIX) — Int/Div

Goldman Sachs Strategic Inc. Fund — Int/Div

Goldman Sachs Rising Dev. Growth Fund (GXRLX) — Int/Div

iShares Core S&P Index — Int/Div

Vanguard (VEA) — Int/Div

Vanguard (VOE) — Int/Div

Blackrock Strat. Inc. Opportunity Port Instl — Int/Div — Buy

Vanguard Bond Index Fund Intermed. Term Bond — Int/Div — Buy

H(RLA SCHWAB INDIVIDUAL ACCOUNT) — Part VII

Schwab US Treas Money Fund — Interest

Alpha Oppor Growth Fund — Int/Div

Alpha Oppor Growth Fund — Int/Div — Buy

Alpha Oppor Growth Fund — Int/Div — Buy

Goldman Sachs Rising Div. Fund. (GSRLX) — Int/Div

Goldman Sachs Satelite Strategies Port 1GXSIX) — Int/Div

Goldman Sachs Satelite Strategies Port 1GXSIX) — Int/Div — Buy

Goldman Sachs Satelite Strategies Port 1GXSIX) — Int/Div — Buy

Investco Bal Risk — Int/Div

Investco Bal Risk — Int/Div — Buy

iShares Core S&P (IVV) — Int/Div

iShares Russell 2000 (IWM) — Int/Div

Vanguard ETF (VEA) — Int/Div

Vanguard Mid-Cap Growth (VOT) — Int/Div

Osterwess Strategic Inc. Fund — Int/Div — Buy

Osterwess Strategic Inc. Fund — Int/Div — Sold

H (ADDITIONAL STERNE AGEE ASSETS) — Part VII

Vanguard Appreciation — Int/Div

PIMCO Funds Unconstrained Bond Fund Class A — Int/Div — Sold

Suntrust Banks, Inc. Pd Series 5.875% (RLA) — Int/Div

Suntrust Banks, Inc. Pfd Series 5.875% [] — Int/Div

Loomis Sayles Strategic Fund (H) — Int/Div — Buy

Osterweis Srategic Func (IRA-H) — Int/Div — Buy

Osterweis Strategic Fund (IRA-W) — Int/Div — Buy

Alfa Opportunistic Alter. CL 1 (IRA-W) — Int/Div — Buy

Invesco Balanced Risk Alloc. CL Y (IRA. WwW) — Int/Div — Buy

Agreement — 1117/07 — R. Lanier Anderson, [11/Chas. Schwab & Co. Cust’ IRA rollover

Part TIT A and B: | have not reported for myself or J , this year or in the past several years, the mandatory distributions after age 70 1/2 from my RLA/

Charles Schwab Cust. Rollover or from the other IRA of mine and JI. This is because Instructions at page 19 provides: "No income should be disclosed in

this part [Part ITT] if it is derived from an investment asset that should be reported in Part VIL

Part VII, Line 23, is simply a heading to disclose that the following lines (lines 24-36) describe holdings or transactiosn in RLA Schwab IRA Rollover during

2014.

Part VIL line 37 is simply a heading to disclose that the following lines (lines 38-53) describe holdings or transations in the RLA Schwab individual account during

2014

Part VII line 54._, is simply a heading to disclose that lines $5-63 describe holdings that were either already in or added to RLA and SE brokeruge

accounts. Other holdings in those accounts were reported on early lines of Part VII,

Part VII. Lines 43, 44 and 45 of my 2013 Report listed three separate "Buys" of Goldman, Sachs Strategic Inc. Fund on three separate dates. None of that was

sold during 2014, but | have consolidated these into one item on line 30 of the 2014 Report. Similarly, with Part VII lines 61 and 62 of the 2013 Report, on which

appeared two separate "Buys" of Goldman Sachs Satelite Strategic Port (GSSIX), | consolidated them on one line - i.e, line 43 — and added two lines below for

two additional "Buys” in 2014,